Panasonic KX-NCS1101 User manual

Document Version 2008/2
Quick Reference Guide
Phone Assistant Series
Model No. KX-NCS1101/KX-NCS1105
KX-NCS1110/KX-NCS1199
KX-NCS1201/KX-NCS9101
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Please read this manual carefully before using this product and save this manual for future use.

Introduction
About the Quick Reference Guide
This Quick Reference Guide is designed to serve as an overall technical reference for Panasonic Phone
Assistant (PA) series, KX-NCS1101/KX-NCS1105/KX-NCS1110/KX-NCS1199/KX-NCS1201/
KX-NCS9101. It explains how to install the PA applications.
The Quick Reference Guide is divided into the following sections:
Section 1 System Outline
Provides general information on the Phone Assistant series, including connection and system
requirement.
Section 2 Guide to Phone Assistant Server Software
Explains how to install and uninstall PA Server software, and how to register a PA client user.
Section 3 Guide to Phone Assistant Client Software
Explains how to install and uninstall PA client software, and how to use an IP Softphone and a Portable
Station with PA.
Section 4 Phone Assistant Licence Registration
Explains about licence registration.
Note
In this manual, the following application names will be expressed in English.
•Phone Assistant (PA)
•PA Manager
•PA Server
•PA Services
•PA Database
•PA Status
Trademarks:
•Microsoft, Outlook, Windows, Windows Server and Windows Vista are either registered trademarks or
trademarks of Microsoft Corporation in the United States and/or other countries.
•Intel, Pentium and Celeron are trademarks or registered trademarks of Intel Corporation in the United
States and other countries.
•All other trademarks identified herein are the property of their respective owners.
•Microsoft product screen shots reprinted with permission from Microsoft Corporation.
2 Quick Reference Guide Document Version 2008/2
Introduction

Table of Contents
1 System Outline .........................................................................................5
1.1 Specifications ....................................................................................................................6
1.2 System Connection Diagram .........................................................................................10
1.3 Procedure for using Phone Assistant ...........................................................................11
1.4 System Requirements ....................................................................................................12
2Guide to Phone Assistant Server Software .........................................15
2.1 Installing Phone Assistant Server Software .................................................................16
2.2 Uninstalling Phone Assistant Server Software ............................................................29
2.3 Starting Phone Assistant Server for the First Time .....................................................31
2.4 E-Mail Settings ................................................................................................................40
3Guide to Phone Assistant Client Software ..........................................41
3.1 Installing Phone Assistant Client Software ..................................................................42
3.2 Uninstalling Phone Assistant Client Software .............................................................46
3.3 Starting Phone Assistant for the First Time .................................................................49
3.4 Using an IP Softphone with Phone Assistant ..............................................................52
3.5 Using a Portable Station (PS) with Phone Assistant ...................................................55
3.5.1 Registering a PT for Making Calls from a PS .................................................................55
3.5.2 Making Calls from a PS Using PA ..................................................................................56
3.5.3 Receiving Calls at a PS from Another Party ...................................................................57
4 Phone Assistant Licence Registration .................................................59
4.1 Registering a Licence .....................................................................................................60
Index..............................................................................................................65
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4 Quick Reference Guide Document Version 2008/2

Section 1
System Outline
Document Version 2008/2 Quick Reference Guide 5

1.1 Specifications
Licence Type
Model No. Category Number of Licences
KX-NCS1101 Phone Assistant Pro 1
KX-NCS1105 5
KX-NCS1110 10
KX-NCS1199 128
KX-NCS1201 Phone Assistant Status Pro 1
KX-NCS9101 IP Softphone 1
•For example, for 25 users to use Phone Assistant Pro, the following models would be required:
KX-NCS1110 ´ 2
KX-NCS1105 ´ 1
Phone Assistant Functions
Phone Assistant (PA) is a CTI application. By installing PA on a PC with a telephone, an extension user for
the KX-TDA/KX-TDE series PBX can enhance telephone operation.
PA handles the following functions:
•Contacts List
The user can make a call easily using a customisable contact list that is displayed on a PC, and search for
a desired contact simply and quickly. When an incoming call is received, PA shows the caller's name if it
is registered in the contact list.
•Call History
The user can view his/her incoming and outgoing call histories on a PC.
•Presence
The user can see the status or Absent Message of other extensions on a PC before making a call. The
user can also easily change his/her Absent Message.
•FWD/DND
The user can easily change the FWD/DND setting of his/her extension.
•Call Control
When a conversation is started, operation buttons such as Call Transfer, Call Hold, and Conference will
be automatically displayed on a PC so that the user can easily handle a call.
•IP Camera Integration (Panasonic KX-HCM/BB-HCM/BL-C series)
If a Panasonic IP Camera is available on the network, images or video streaming from the IP camera can
be viewed using PA. Optionally, when a doorphone and a door opener are connected to a PBX, the user
may open the door remotely from a PC.
•IP Softphone
It is possible to use built-in IP Softphone via an IP-EXT card using PA without KX-NCS8100 IP Softphone.
•CRM Integration
Users can make calls directly from CRM software using TAPI. However, this feature may not work with
some CRM software depending on the software’s specifications.
PA can also be used with Microsoft® Outlook® 2003/2007 without using TAPI. When PA is installed on a
PC, a new toolbar containing the Dial box, Answer button and Hang-up button is added to Outlook.
•Voice Processing System (VPS) Integration (e.g., KX-TVM series)
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1.1 Specifications

The user can record a conversation to voice mail automatically or manually. If a message is left on a mail
box, the message indication will be displayed on PA.
•Voice Mail Assistant
By clicking the Call Voice Mail button in PA to check voice mail, PA users can operate their voice mail
from the PC. This feature requires voice mail firmware version 2.1 (main software version 2.50 or later).
Phone Assistant and User Capability
The maximum number of users for each type of PBX and each type of licence is specified below.
PBX PA Pro mode PA Pro Trial
mode
PA Express
mode
PA Pro mode + PA Ex-
press mode
KX-TDA30
256
2 5 256 + 5
KX-TDA100/KX-TDA200 4 10 256 + 10
KX-TDA600 8 20 256 + 20
KX-TDE100/KX-TDE200 4 10 256 + 10
PA Pro mode: Fully licensed with no restrictions.
PA Pro Trial mode: No restrictions for 60 days.
PA Express mode: Free licence with limited functionality.
Note
•Once a licence is registered, Pro Trial mode will no longer be available, even during the 60 day trial
period.
•Express mode will be available for the number of users as described above, even after a licence has
been registered. For example, if 40 licences are registered using KX-TDA100, the first 40 users will
log-in to PA with Pro mode automatically, and the 41st and later users will log-in to PA with Express
mode.
PA Pro/PA Pro Trial/PA Express mode Comparison Table
The tables below detail the differences between Pro mode and Express mode.
Functions PA Pro/PA Pro Trial*1 mode PA Express mode
Contact List 100 groups and 100 items for each
group
2 groups and 10 items for each group
CRM Integration Yes Not supported
Call History No limitation Last 10 calls
IP Camera Monitor 4 1
IP Softphone*2 Yes Not supported
Function (FWD and Pres-
ence) Presets
20 1
Conference Set up as Initiator Participant only
*1 Pro Trial expires 60 days after installation.
*2 To use IP Softphone with Pro mode, a licence for KX-NCS9101 is required. IP Softphone can be used with Pro Trial mode with no
licence.
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1.1 Specifications

PA Status Functions (Supervisor/Operator)
A supervisor/operator can monitor calls to and from other extensions. Both PA users and extension users that
are not logged-in to PA can be monitored. A supervisor can use all of the PA Status functions; an operator can
use a limited number of functions, such as monitoring and answer calls at other extensions.
•Extension Monitor
Detailed information about extensions can be monitored. The desired information can be viewed depending
on the type of extension, call status of the extension, etc.
•Making Calls
A supervisor/operator can make a call from PA Status as well as PA.
•Answering incoming calls at other extensions
A supervisor/operator can answer an incoming call that is ringing at another extension.
•Redirecting incoming calls to other extensions
A supervisor/operator can redirect an incoming call to another extension, voice mail, a mobile phone, etc.
•Call History (Supervisor only)
It is possible to view the information on the call activity of other extensions.
•Report (Supervisor only)
It is possible to export the call histories of monitored extensions to a CSV (comma-separated values)
formatted file, and to view the current call information of the monitored extensions.
•Barge In/Take Over (Supervisor only)
A supervisor can barge into an ongoing conversation or take over a call from a monitored extension.
•Listen In (Supervisor only)
A supervisor can listen in on an ongoing conversation of a monitored extension.
PA Status and User Capability
The maximum number of users for each type of PBX and each type of licence is specified below.
PBX PA Status Pro mode PA Status Express
mode
PA Status Pro mode + PA Sta-
tus Express mode
KX-TDA30/KX-TDA100/
KX-TDA200/KX-TDA600/
KX-TDE100/KX-TDE200
8 3 11
PA Status Pro mode: Fully licensed with no restrictions.
PA Status Express mode: Free licence with limited functionality.
Note
There is no trial mode for PA Status.
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1.1 Specifications

PA Status Pro/PA Status Express Mode Comparison Table
The tables below detail the differences between Pro mode and Express mode.
PA Status Supervisor Operator
Functions Pro mode Express mode Pro mode Express mode
Extension Monitor 100 groups and 100
extensions for each
group
5 extensions 100 groups and 100
extensions for each
group
5 extensions
Making Calls Yes Yes; up to 5 users Yes Yes; up to 5 users
Answering incoming
calls at other exten-
sions
Yes Yes; up to 5 users Yes Yes; up to 5 users
Redirecting incom-
ing calls at other ex-
tensions
Yes Yes; up to 5 users Yes Yes; up to 5 users
Call History Yes
No limitation
Yes; up to 5 users
Last 10 calls ´ 4 call
types
Not supported
Report Yes Yes; up to 5 users
Barge In/Take Over Yes Yes; up to 5 users
Listen In Yes Not supported
Conditions
•Digital Proprietary Telephone, Analogue Proprietary Telephone, IP Proprietary Telephone, IP Softphone,
Portable Station and Single Line Telephone can be used with PA.
•A PA user that uses PA Status functions must be granted with supervisory privileges by the administrator
of PA Manager (Web server). When the PA user is authorised, the “Supervisor” button will be displayed
on the Contacts screen. The PA user can access PA Status functions using the Supervisor button.
•PA must be restarted if a PA user disconnects a PC from LAN and reconnects it while using PA.
•A PA user who logs in using an SLT extension cannot use the hold retrieve function in PA.
•If only a URL is registered in a user’s information (the Additional Info box in the PA preferences window),
clicking the Information button in the Contact List for that user opens the URL.
•The contents and design of the software are subject to change without notice.
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1.1 Specifications

1.2 System Connection Diagram
Connection Example:
Each PC running a PA application should be connected to the PBX as illustrated below.
1
2
3
4
5
6
7
8
9
10
10
15
11
16 10
12 9
13
14
Remote Office
A
Telephone Company
B
PA Server (CTI control), PA Services (Communication interface), and PA Manager (Web server)
C
Panasonic KX-TDA/KX-TDE Series PBX
D
LAN or USB*1
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1.2 System Connection Diagram

E
Voice Processing System
F
LAN
G
IP Camera
H
Doorphone and Door Opener
I
PA
J
Proprietary Telephone or Single Line Telephone
K
PA and PA Status
L
Portable Station
M
Cell Station
N
Proprietary Telephone for making calls from Potable Station
O
IP Softphone
P
Headset
*1 Features of PA are the same regardless of a LAN or USB connection.
1.3 Procedure for using Phone Assistant
The following describes the order in which PA applications should be installed and operations performed in
order to start up a PA system.
•Install PA Server
(PA Server [CTI control] and PA Manager [Web server] components)
¯
•Create a user profile on PA Manager (Web server)
¯
•Install PA client software (PA, PA Status, and IP Softphone features)
¯
•Login to PA (Using the registered user profile)
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1.3 Procedure for using Phone Assistant

1.4 System Requirements
PC (PA Server)
Minimum Recommended
CPU 1.0 GHz Intel® Pentium®/Celeron® process-
or or comparable CPU
3.2 GHz Intel Pentium/Celeron processor
or comparable CPU
RAM 256 MB 2048 MB
OS Microsoft Windows® 2000 Professional
Windows XP Professional
Windows Server® 2003 Standard Edition
Windows Vista®
Microsoft Windows 2000 Professional
Windows XP Professional
Windows Server 2003 Standard Edition
Windows Vista
HDD 1.5 GB available space 10 GB available space
Video Resolution 1024´768 1024´768
Interface For LAN connection to PBX: 10 Base-T
For USB connection to PBX: USB 2.0*1
For LAN connection to PBX: 100 Base-T
For USB connection to PBX: USB 2.0*1
Note: The server must have a static IP address
*1 If you are using Windows Server 2003, you cannot connect the server to the PBX via the USB interface.
PC (PA Client)
Minimum Recommended
CPU 1.0 GHz Intel Pentium/Celeron processor
or comparable CPU
2.0 GHz Intel Pentium/Celeron processor
or comparable CPU
RAM 128 MB 512 MB
OS Microsoft Windows 2000 Professional
Windows XP Professional
Windows XP Home Edition
Windows Vista
Microsoft Windows 2000 Professional
Windows XP Professional
Windows Vista
HDD 1.5 GB available space 2.0 GB available space
Video Resolution 1024´768 1280´1024
Interface 10 Base-T 100 Base-T
PBX
Main Unit KX-TDA30 (PSMPR Software File Version 4.0000 or later)
KX-TDA100/KX-TDA200 (PMPR Software File Version 3.2000 or later)
KX-TDA600 (PLMPR Software File Version 3.1000 or later)
KX-TDE100/KX-TDE200 (PMMPR Software File Version 1.0000 or later)
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1.4 System Requirements

Options KX-TDA0410 CTI Link Card (for LAN connection)
KX-TDA0470 16-Channel VoIP Extension Card (for IP Softphone)*1
KX-TDA0190 Optional 3-Slot Base Card
KX-TDA0161 4-Port Doorphone Card
KX-TVM50/KX-TVM200 Voice Processing System (firmware version 2.1 or later
[main software version 2.50 or later])
Options for
KX-TDA30
KX-TDA3470 4-Channel VoIP Extension Card (for IP Softphone)
KX-TDA3161 4-Port Doorphone Card
KX-TDA3480 4-Channel VoIP Gateway Card (IP-GW4) (firmware version 1.400
or later)
*1 Local Processor (LPR) software version of the IP-EXT card installed in the PBX must be as follows:
PIPEXT Software Version 1.001 or later
PVOIPEX Software Version 1.011 or later
Compatible IP Cameras
Model Panasonic Network Camera (e.g., KX-HCM/BB-HCM/BL-C series)
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1.4 System Requirements

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1.4 System Requirements

Section 2
Guide to Phone Assistant Server Software
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2.1 Installing Phone Assistant Server Software
PA Server (CTI control) can be installed on a separate PC from other PA software, as shown below.
1
2 3
4 5
4 5
A
Panasonic KX-TDA/KX-TDE Series PBX
B
PA Server (CTI control)
C
PA Services (Communication interface), PA Manager (Web server), and PA Database
D
Proprietary Telephone or Single Line Telephone
E
PA Client Software (PA, PA Status, IP Softphone)
PA Server (CTI Control):
Communicates with CTI features of the PBX as well as PA client software, and provides its own unique
database system (serverdb.mdb), which stores user information and call information.
PA Manager (Web server):
Supports web server functions in order to enable the changing of certain features of the PBX and PA
Server (CTI control) using a web browser.
PA Services (Communication interface):
Interacts with PA Manager (Web server) and PA Server (CTI control). It also stores the PBX model settings,
so that PA Manager (Web server) knows how to communicate with the PBX through PA Server (CTI control)
when using the PC Maintenance Console interface.
PA Database:
Used for temporary memory to communicate between PA Services (Communication interface) and PA
Manager (Web server). Please do not install another application that uses SQL, on a PC containing PA
Database.
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2.1 Installing Phone Assistant Server Software

PA Server (CTI control) can also be installed on the same PC as other PA software, as shown below.
1
2
3 4
3 4
A
Panasonic KX-TDA/KX-TDE Series PBX
B
PA Server (CTI control), PA Services (Communication interface), PA Manager (Web server), and PA
Database
C
Proprietary Telephone or Single Line Telephone
D
PA Client Software (PA, PA Status, IP Softphone)
1. Double-click the following setup file.
2. The Installer Language screen will appear. Select the language to be used during installation, and click
OK.
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2.1 Installing Phone Assistant Server Software

3. The Setup Wizard will appear. Click Next to proceed.
4. The Licence Agreement screen will appear. If you agree to the licence terms for this software, click the
check box and then click Next to proceed. You must accept the agreement to install Phone Assistant
Server.
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2.1 Installing Phone Assistant Server Software

5. The Choose Components screen will appear. It shows which PA Server components will be installed.
The following methods for choosing the desired application to install can be selected from the drop-down
list on this screen.
a. Full Installation
Installs all of the Phone Assistant Server components.
b. PA Manager Components Only Installation
Installs all of the Phone Assistant Server components except for PA Server (CTI control).
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2.1 Installing Phone Assistant Server Software

c. PA Server Only Installation
Installs the PA Server (CTI control) component only.
Note
It is possible to either install PA Server (CTI control) on the same PC with PA Manager (Web server),
PA Services (Communication interface), and PA Database, or on a different PC. However, it is
recommended that PA Server (CTI control) is installed together with the other PA Manager (Web
server) components.
Click Next to proceed.
6. The Check PA Manager Database Component screen will appear.
This step is necessary only if Full Installation or PA Manager Components Only Installation was
selected in step 5.
Click Next to check if the PA Manager (Web server) database component was installed previously.
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2.1 Installing Phone Assistant Server Software